What are Mission Vision & Core Values of FiscalNote Company?

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How does the Company define its purpose and future?

Mission and vision statements are crucial for any successful enterprise, guiding strategic direction and shaping corporate identity. For the Company, a global technology and data firm specializing in information services for managing government risk and opportunity, these statements are particularly vital. Operating within the rapidly expanding GovTech market, valued at USD 651.66 billion in 2024 and projected to reach USD 759.05 billion in 2025, the Company's mission, vision, and values act as a compass for its business decisions and define its unique industry position.

These foundations articulate the Company's purpose, aspirations, and core principles, influencing everything from product development to market expansion. The Company stands at the intersection of policy, data, and artificial intelligence, providing a platform that aggregates and analyzes legislative, regulatory, and geopolitical information. This enables clients to monitor policy developments, assess their impact, and engage with decision-makers, as detailed in Porter's Five Forces Analysis.

The FiscalNote mission statement emphasizes empowering organizations with AI-driven enterprise SaaS technology. This technology focuses on policy and global intelligence, enabling clients to navigate government risk and opportunity effectively. The company aims to deliver actionable insights globally, leveraging artificial intelligence to monitor policy developments and facilitate engagement with decision-makers. This commitment to innovation and customer-centric solutions defines FiscalNote's purpose.

AI-Driven Solutions

FiscalNote provides AI-driven enterprise SaaS technology. This focus on artificial intelligence ensures cutting-edge solutions for clients.

Global Intelligence

The company offers global intelligence for policy and regulatory insights. This helps organizations manage international government risk and opportunity.

Risk Management

FiscalNote's mission includes helping organizations manage government risk. This is crucial for navigating complex policy landscapes.

Opportunity Identification

The company also assists in identifying government opportunities. This allows clients to capitalize on favorable policy changes.

Customer-Centric Approach

FiscalNote's purpose is to help organizations directly. This highlights a strong customer-centric approach in its operations.

Policy Engagement

The technology supports engagement with decision-makers. This empowers clients to influence policy outcomes effectively.

FiscalNote's mission statement clearly identifies its target customers as organizations, encompassing corporations, law firms, and government agencies. The core products and services offered are AI-driven enterprise SaaS technology, focused on policy and global intelligence. The market scope is global, addressing government risk and opportunity, highlighting the company's ambition to operate on an international scale. The unique value proposition lies in leveraging artificial intelligence to provide actionable insights that enable clients to monitor policy developments, assess their impact, and engage with decision-makers. This mission is highly customer-centric, as it explicitly states the aim to 'help organizations manage' specific challenges. It is also innovation-focused, with a strong emphasis on 'AI-driven enterprise SaaS technology.' For more details on who FiscalNote serves, explore the Target Market of FiscalNote. The FiscalNote mission statement and core values guide its strategic direction.

For example, the launch of PolicyNote in January 2025 exemplifies this mission in action. This new AI-focused platform consolidates FiscalNote's extensive policy and regulatory data into a single user interface, enhancing customer engagement and strengthening retention by making it easier for users to access critical information and leverage AI-powered tools. Another example is FiscalNote's contracting engagement in February 2025 with John Lee, former head of federal contracting at Palantir, to support the company's mission of equipping the public sector with cutting-edge AI and data-driven solutions for enhanced operational efficiency and decision-making. These initiatives directly reflect the FiscalNote company mission statement and goals, showcasing the FiscalNote vision for government affairs technology. The FiscalNote core values are embedded in these developments, ensuring ethical standards and a strong company culture.

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FiscalNote's vision centers on leveraging advanced artificial intelligence to transform raw data into actionable insights. This forward-looking statement emphasizes the company's commitment to innovation and its role in shaping how organizations interact with policy and global intelligence. The aim is to disrupt the GovTech industry by making complex information accessible and valuable through AI-powered solutions.

AI-Powered Data Utility

FiscalNote's vision focuses on using AI to make data useful, driving innovation in the GovTech sector.

Industry Disruption

The company aims to transform how organizations engage with policy and global intelligence through AI.

Market Leadership

FiscalNote seeks to lead in AI-powered data utilization within the government technology market.

Realistic Ambition

The vision is grounded in consistent investment in AI, as seen in their 'AI Product Day 2024' initiatives.

Strategic Focus

Product-led growth and operational efficiency support the achievement of FiscalNote's vision.

Consistent Commitment

Co-founder Gerald Yao confirmed the enduring focus on AI to unlock data potential since inception.

FiscalNote's vision for the future is deeply rooted in its commitment to artificial intelligence. The company's consistent investment in AI capabilities, highlighted by events like its 'AI Product Day 2024' and the launch of the AI-focused PolicyNote platform in January 2025, demonstrates a clear path toward achieving its goals. Products such as FiscalNote Global Intelligence Copilot and FiscalNote Risk Connector exemplify their strategic focus on AI-powered solutions. Gerald Yao, FiscalNote's co-founder and Chief Strategy Officer, reiterated in October 2024 that their original vision, 'to unlock the potential of data and make it useful using cutting-edge artificial intelligence,' remains central to their existence. This unwavering commitment, coupled with the projected growth of the GovTech market to $45 billion by 2025, underscores the realism of FiscalNote's aspirational vision. For more details on the company's foundational principles, explore the Mission, Vision & Core Values of FiscalNote.

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FiscalNote's core values are integral to its operational framework and strategic direction. These values guide the company's approach to innovation, customer engagement, and global market presence, shaping its distinctive corporate culture.

The company's four key values are Innovation and AI-Driven Solutions, Customer Centricity and Value Delivery, Strategic Growth and Operational Efficiency, and Global Impact and Intelligence. These principles collectively define FiscalNote's identity and its commitment to leading the GovTech sector.

Innovation and AI-Driven Solutions

FiscalNote's commitment to innovation is evident in its continuous development of AI-powered products. The unveiling of PolicyNote in January 2025 as an AI-focused platform for policy and regulation highlights this dedication, alongside the 'AI Product Day 2024' which showcased new AI-powered tools like Copilot for Global Intelligence and FiscalNote Risk Connector.

Customer Centricity and Value Delivery

The FiscalNote mission to help organizations manage government risk and opportunity inherently prioritizes customer needs. This is reflected in solutions like the PolicyNote platform, designed to enhance customer engagement and retention by offering advanced AI capabilities that help users discover critical policy changes.

Strategic Growth and Operational Efficiency

FiscalNote achieved its first full calendar year of positive Adjusted EBITDA in 2024 and projects doubling Adjusted EBITDA margins on a proforma basis in 2025. This financial discipline is driven by streamlining operations, divesting non-core assets, and reducing senior debt by 44% in 2024.

Global Impact and Intelligence

FiscalNote's positioning as a provider of global policy and market intelligence highlights its commitment to worldwide developments. The company serves over 4,000 customers globally with offices across North America, Europe, Asia, and Australia, demonstrating its international reach and ambition.

These core values define FiscalNote's unique corporate identity, emphasizing its role as an innovative, customer-focused, strategically agile, and globally-minded leader in the GovTech space. To understand more about the company's market position, explore the competitors landscape of FiscalNote. Discover how FiscalNote's mission and vision influence its strategic decisions in the next chapter.

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A company's mission and vision statements are foundational to its strategic direction, influencing every decision from product innovation to market positioning.

These guiding principles ensure that all organizational efforts are aligned towards achieving long-term objectives and fulfilling the company's core purpose.

FiscalNote's Mission and Vision: Driving Strategic Alignment

FiscalNote's mission and vision statements are instrumental in shaping its strategic decisions, guiding product development, market expansion, and operational focus.

• The company's vision is to 'unlock the potential of data and make it useful using cutting-edge artificial intelligence'.
• Its mission is to provide 'AI-driven enterprise SaaS technology for policy and global intelligence'.
• The launch of the AI-focused PolicyNote platform in January 2025 exemplifies this vision and mission.
• Strategic divestitures in 2024 and early 2025, such as Board.org and Dragonfly Intelligence, aimed to streamline operations and focus on core policy business.

Product Innovation Driven by Vision

The development of the PolicyNote platform, launched in January 2025, directly reflects the company's vision to leverage AI for data utility and its mission to deliver AI-driven SaaS for policy and global intelligence.

Strategic Divestitures for Focus

In 2024 and early 2025, the company divested non-core assets like Aicel Technologies and TimeBase to concentrate on its core policy business and strengthen its financial foundation.

Financial Performance and Strategic Pillars

Achieving its first full calendar year of positive Adjusted EBITDA in 2024, with a forecast of $10 million to $12 million for 2025, aligns with strategic pillars of expanding EBITDA margins and accelerating positive free cash flow.

Customer Retention as a Key Metric

A net revenue retention rate of 98% in Q4 2024 indicates success in maintaining and growing customer relationships, a critical aspect of the company's value proposition.

Impact on Operations and Planning

The company's mission and vision directly influence day-to-day operations and long-term planning, ensuring that operational decisions contribute to overarching goals of sustainable, profitable growth.

Alignment with Business Model

The strategic decisions and product development align with the company's overall business model, as detailed in the Revenue Streams & Business Model of FiscalNote.

FiscalNote's mission and vision statements are critical drivers of its strategic decisions, from product innovation like PolicyNote to financial management and operational streamlining, ensuring a focused path toward sustainable growth.

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Enhancing FiscalNote's mission and vision statements can better reflect its advanced AI capabilities and broader societal impact. These refinements aim to position the company for continued leadership in the evolving GovTech landscape.

Proactive Intelligence Integration in Mission Statement

Refining the FiscalNote mission to explicitly include; 'To empower organizations with proactive, AI-driven intelligence and tools, enabling them to anticipate, navigate, and shape global policy and regulatory landscapes.' This emphasizes foresight and AI capabilities.

Broader Societal Impact in Vision Statement

Elevating the vision to; 'To be the indispensable global platform that transforms complex data into actionable intelligence, fostering transparency, enabling informed decision-making, and driving positive societal impact through the responsible application of AI.' This aligns with growing ESG concerns.

Market Differentiation Through AI Emphasis

Explicitly highlighting proactive intelligence in the FiscalNote mission statement can further differentiate its AI offerings in a competitive market. The GovTech sector is projected to reach $1.42 trillion by 2034, with increasing demand for predictive analytics.

Addressing ESG and Evolving Trends

Incorporating societal impact into the vision statement allows the company to address emerging ESG factors. The GovTech market is expected to grow at a CAGR of 16.48% from 2025 to 2033, with a growing emphasis on digital transformation and ethical AI use.

Understanding the FiscalNote mission and FiscalNote vision is crucial for grasping the company's strategic direction. The FiscalNote purpose is to provide organizations with the intelligence needed to navigate complex regulatory environments. This aligns with the broader FiscalNote company mission and vision, which centers on leveraging technology to manage government risk and opportunity. The FiscalNote core values are integral to its operations, shaping its company culture and guiding its interactions with clients and stakeholders. These values often emphasize integrity, innovation, and client focus, reflecting the company's commitment to delivering impactful solutions in the GovTech space. Exploring the FiscalNote company values provides insight into how the organization operates and its dedication to its objectives. The FiscalNote purpose and values are interconnected, driving the company's mission forward. As outlined in a Brief History of FiscalNote, the company has consistently evolved to meet the changing needs of its clients. The FiscalNote mission statement and core values are designed to foster a clear understanding of what the company stands for and aims to achieve. The FiscalNote vision for the future is one where data-driven insights empower better decision-making in government affairs. The FiscalNote core values explained reveal a commitment to excellence and ethical conduct. The FiscalNote company mission and vision are a testament to its ambition to lead in the GovTech sector. The FiscalNote purpose and mission statement clearly articulate the company's objectives. The FiscalNote mission statement and core values work in tandem to define the organization's identity. The FiscalNote vision statement and company culture are mutually reinforcing, creating an environment conducive to innovation and growth. The core values of FiscalNote are the bedrock upon which its success is built. The FiscalNote company mission statement and goals are ambitious, aiming to set new standards in the industry. The FiscalNote vision and mission for employees provide a clear roadmap for collective effort. The FiscalNote core values and their impact are evident in the company's client relationships and market reputation. The FiscalNote mission vision and strategic goals are aligned to ensure sustained progress. The FiscalNote company purpose and mission statement underscore its dedication to client success. The FiscalNote vision for government affairs technology is to make complex information accessible and actionable. The FiscalNote core values and ethical standards are paramount in its approach to data and client relations.